+718.9%
AVGO vs VXUS
+54.5%
+664.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.5% |
| 7D | -0.3% | +1.6% | -1.9% | -2.5% |
| 30D | -13.8% | +1.0% | -14.8% | -15.1% |
| 3M | -6.9% | +5.7% | -12.6% | -13.4% |
| 6M | +11.9% | +13.6% | -1.6% | -5.2% |
| YTD | +6.9% | +17.4% | -10.5% | -14.0% |
| 1Y | +7.4% | +25.1% | -17.7% | -20.4% |
| 3Y | +345.6% | +75.8% | +269.7% | +118.0% |
| 5Y | +718.9% | +55.4% | +663.5% | +365.2% |
| All | +718.9% | +54.5% | +664.4% | +365.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VXUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling